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Vanguard S&P 500 ETF
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Overview Fund Activity

2,812 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,286 increasing their positions, 910 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,812
Holders Change
+75
Holders Change %
+2.74%
% of All Funds
40.9%
Holding in Top 10
662
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+3.76%
% of All Funds
9.63%
New
202
Increased
1,286
Reduced
910
Closed
89
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.1B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$787M
4
Charles Schwab
Charles Schwab
California
+$585M
5
CA
Clearstead Advisors
Ohio
+$348M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$1.7B
2
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.57B
3
Wolverine Trading
Wolverine Trading
Illinois
-$944M
4
KAM
Kensington Asset Management
Texas
-$452M
5
Marshall Wace
Marshall Wace
United Kingdom
-$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRI
1151
Prepared Retirement Institute
Pennsylvania
$4.47M +$672K +1,344 +18%
BBPWM
1152
Blue Bell Private Wealth Management
Pennsylvania
$4.46M -$11.5K -23 -0.3%
ECG
1153
EPIQ Capital Group
California
$4.45M +$180K +359 +4%
XWM
1154
Xcel Wealth Management
Florida
$4.45M -$47K -94 -1%
SHF
1155
Stage Harbor Financial
Massachusetts
$4.45M +$892K +1,783 +25%
VCM
1156
Vivaldi Capital Management
Illinois
$4.44M +$5.5K +11 +0.1%
PAG
1157
Private Advisory Group
Washington
$4.44M -$93K -186 -2%
LC
1158
Lindbrook Capital
California
$4.44M +$219K +437 +5%
JCM
1159
Jacobi Capital Management
Pennsylvania
$4.44M -$668K -1,335 -13%
WRPWM
1160
Werba Rubin Papier Wealth Management
California
$4.44M -$294K -588 -6%
DWA
1161
Douglass Winthrop Advisors
New York
$4.43M -$386K -772 -8%
AA
1162
Advisory Alpha
Michigan
$4.43M +$92.5K +185 +2%
JEST
1163
JTC Employer Solutions Trustee
Jersey
$4.42M – – –
PWP
1164
Phillips Wealth Planners
Mississippi
$4.41M -$95.9K -186 -2%
YWS
1165
Yarger Wealth Strategies
Ohio
$4.41M +$1.52M +3,044 +53%
BOSSRA
1166
B.O.S.S. Retirement Advisors
Utah
$4.38M +$3.65M +7,291 +494%
CFO
1167
Callan Family Office
Pennsylvania
$4.38M +$243K +485 +6%
MWM
1168
Merriman Wealth Management
Washington
$4.36M +$268K +534 +7%
BCM
1169
Becker Capital Management
Oregon
$4.35M +$83.3K +166 +2%
LWA
1170
Ledgewood Wealth Advisors
New Hampshire
$4.35M +$9K +18 +0.2%
LFS
1171
Legacy Financial Strategies
Kansas
$4.34M +$415K +819 +11%
FTUS
1172
Flow Traders U.S.
New York
$4.33M -$307K -613 -7%
GCA
1173
Gradient Capital Advisors
California
$4.33M -$664K -1,328 -13%
CA
1174
Cullinan Associates
Kentucky
$4.32M – – –
FWM
1175
Fonville Wealth Management
Virginia
$4.32M +$224K +447 +5%
45 46
47
48 49